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First Trust Dorsey Wright Momentum & Low Volatility ETF
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Overview Fund Activity

39 hedge funds and large institutions have $66.5M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisory Group
Washington
$2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.16M
3
KAS
3
Kestra Advisory Services
Texas
$211K
4
PTC
4
Private Trust Company
Ohio
$130K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.14M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$17.1M
2
LPL Financial
2
LPL Financial
California
$1.02M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
SOS
4
Silver Oak Securities
Tennessee
$367K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$17.1M 682,121 -234,639 -26%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.7M 545,830 +2,467 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$7.2M 286,302 -13,967 -5%
RJA
4
Raymond James & Associates
Florida
$5.26M 209,029 -2,812 -1%
Bank of America
5
Bank of America
North Carolina
$2.54M 100,895 -15,002 -13%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$2.19M 87,248 -10,614 -11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.14M 85,004 +3,841 +5%
PAG
8
Private Advisory Group
Washington
$2M 79,364 +50,175 +172%
PFS
9
Prospera Financial Services
Texas
$1.58M 63,020 -3,469 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.19M 47,111 -36,623 -44%
Citadel Advisors
11
Citadel Advisors
Florida
$1.16M 46,045 +29,561 +179%
AWM
12
Affinity Wealth Management
Delaware
$1.14M 44,751 +119 +0.3%
LPL Financial
13
LPL Financial
California
$1.02M 40,624 -48,934 -55%
HGWM
14
Harvest Group Wealth Management
Massachusetts
$926K 35,053 -3,196 -8%
UCFA
15
United Capital Financial Advisors
Texas
$892K 35,489 -3,598 -9%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$844K 33,561 +1,762 +6%
Goldman Sachs
17
Goldman Sachs
New York
$825K 32,815 -1,142 -3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$672K 26,740 +92 +0.3%
Truist Financial
19
Truist Financial
North Carolina
$637K 25,331 +93 +0.4%
FTUS
20
Flow Traders U.S.
New York
$581K 23,101 -576 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$489K 19,445 +304 +2%
WCG
22
Weaver Consulting Group
California
$440K 17,516 -222 -1%
SOS
23
Silver Oak Securities
Tennessee
$367K 14,331 -36,218 -72%
SPC
24
Sigma Planning Corp
Michigan
$309K 12,311 -131 -1%
MIM
25
MTM Investment Management
South Carolina
$293K 11,528 – –
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